Fixed Income Weekly — 8/2/23

Aug 2, 2023

Searching for ways to better understand the fixed income space or looking for actionable ideas in this asset class?  Bespoke’s Fixed Income Weekly provides an update on rates and credit each week.  We start off with a fresh piece of analysis driven by what’s in the headlines or driving the market in a given week.  We then provide charts of how US Treasury futures and rates are trading, before moving on to a summary of recent fixed-income ETF performance, short-term interest rates including money market funds, and a trade idea.  We summarize changes and recent developments for a variety of yield curves (UST, bund, Eurodollar, US breakeven inflation, and Bespoke’s Global Yield Curve) before finishing with a review of recent UST yield curve changes, spread changes for major credit products and international bonds, and 1-year return profiles for a cross-section of the fixed income world.

Our Fixed Income Weekly helps investors stay on top of fixed-income markets and gain new perspectives on the developments in interest rates.  You can sign up for a Bespoke research trial below to see this week’s report and everything else Bespoke publishes for the next two weeks!

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The Bespoke Report – Disinflationary Boom

Jul 28, 2023

This week’s Bespoke Report looks at the combination of data and central bank decisions this week that validate the equity bull market. But despite good news on the economic front and solid earnings, let alone any other risk vectors, it’s hard to not get the sinking feeling that optimism is running a bit too high for the time being. Even if we do see an equity market pullback, growth is solid, consumers are feeling increasingly optimistic, inflation is slowing, and supply chains have healed.

To read this report and access everything else Bespoke’s research platform has to offer, start a two-week trial to Bespoke Premium.